About Craft on Tap, Now Serving Growth Marketing for RIAs
Welcome to Craft on Tap: Growth Marketing for RIAs by Craft Impact. We're the dedicated marketing partner serving as an outsourced CMO + digital marketing team for RIAs. This pod combines industry expertise with a refreshing approach (and the occasional dad joke). Our goal is to help you avoid random "acts of marketing." Expect real advice delivered with personality. Subscribe for untapped potential! #RIAMarketing #CraftImpact
The 6 Best Practices for Financial Advisor Video Marketing on YouTube | Ep 36
Stephen Beach and Faustin Weber cover six practices for getting more out of your firm's YouTube channel, from picking the right audience to building a conversion path that turns viewers into leads.
We break down:
Why YouTube rewards content today more than subscriber count, especially for RIAs
How to decide between a firm-branded or advisor-branded channel
The channel settings and keywords most advisors skip
What makes a thumbnail and title get clicked
Why the first 30 seconds should never lead with your bio
Why Shorts are worth cutting from your long-form videos
How to build a conversion path that turns viewers into leads
#CraftOnTap #RIAMarketing #FinancialAdvisorMarketing #YouTubeMarketing #VideoMarketing
⏱️ Timestamps:
0:00 Intro
0:30 Welcome and episode overview: 6 best practices for YouTube marketing
1:50 Why an old channel has new opportunities
3:00 YouTube in the AI search era
3:50 AI is killing blog traffic, but not YouTube views
6:50 Practice 1: The right audience
8:10 Practice 2: Channel fundamentals (firm brand vs. advisor brand)
12:50 Keywords, consistent descriptions, and links to include
14:50 Banner image and profile picture
15:30 Picking a topic that hooks viewers
17:20 Is AI killing generic how-to content?
19:50 Example: "You have $2 million, why haven't you retired yet?"
23:50 Practice 3: Hooking viewers in the first 30 seconds
25:30 Practice 4: Thumbnail and title format
29:00 Researching title formats with vidIQ and oneoften.com
34:00 Practice 5: Shorts win the day
37:30 Practice 6: Building a conversion path
42:40 Wrap-up
Whether you're evaluating a new marketing partner or measuring your current efforts, this episode gives you practical frameworks for thinking about marketing ROI in your financial advisory practice.
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#FinancialAdvisors #RIAMarketing #MarketingROI #CraftImpact
12 Aug 2026
Craft on Tap #35: Should I Try Google Local Service Ads to Get More Leads?
As more searches end in a Google AI overview instead of a blue link, Stephen Beach and Faustin Weber explain why Local Service Ads are worth considering for your RIA
What makes Local Service Ads different from a standard Google Ads campaign
Why these ads only fire for people already searching to hire an advisor
The debt consolidation problem hiding inside "financial advisor near me" searches
Using zip code targeting to steer ads toward wealthier prospects
The ID checks, license verification, and walkthrough video Google now requires
Two qualified leads in one week: a real result from a 150-review client
🕒 Timestamps:
(0:00) Intro: Why Google Local Service Ads deserve a spot in an advisor's marketing strategy
(4:33) Google Local Service Ads vs. Google Ads: What's the difference?
(7:43) Why Local Service Ads attract bottom-of-the-funnel prospects
(9:10) The biggest challenge: Paying for unqualified leads
(10:30) Best use cases: New office locations, new markets, and growth opportunities
(13:00) How targeting wealthy ZIP codes helps improve lead quality
(16:20) Why getting Local Service Ads up and running takes more work than expected
(20:45) Preparing your team to handle calls and convert qualified leads
(23:35) Real-world impact: How the right foundation led to early client wins
(26:00) Closing exercise: Building a follow-up process that turns leads into clients
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#CraftOnTap #RIAMarketing #GoogleAds #FinancialAdvisorMarketing #GEO #RIAGrowth #FinancialAdvisors #RIAMarketing #MarketingROI #CraftImpact
20 Jul 2026
Your Firm's Website: AI Tools, Local Search, and What Actually Converts | Craft on Tap #34
Stephen Beach and Faustin Weber of Craft Impact break down what RIAs should know about websites in 2026, including when AI-generated pages make sense, why local Google search still outperforms AI search for most advisors, and what it takes to convert high-net-worth referrals once they land on your site.
00:40 Websites as your firm's biggest marketing asset
04:20 The elephant in the room: AI-generated websites
05:40 Pros of AI site builders: cost, speed, and low commitment
08:10 Speed-testing new markets with AI pages
09:40 The con: AI sites all look the same
12:30 Credibility cost for firms going upmarket
14:40 High-end clients can smell AI from a mile away
18:40 AI search vs. traditional search: what the traffic data shows
22:30 Balancing SEO for bots vs. humans
25:00 Google Local Search: $1M+ in new clients in 48 hours, no paid ads
28:40 What to include on your pages to rank locally and in LLMs
34:00 Ensemble Investor Survey: how $1M to $5M clients actually find advisors
43:00 Wrap-up and resources
Subscribe for more Craft on Tap episodes.
#CraftOnTap #RIAMarketing #FinancialAdvisorWebsite #LocalSEO #WealthManagement
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